SOA Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

SOA Wealth Advisors’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-144	Closed	-$13K	–	958
2023 Q2	$13K	Hold	144	–	–	﹤0.01%	498
2023 Q1	$12.8K	Hold	144	–	–	﹤0.01%	499
2022 Q4	$12.6K	Hold	144	–	–	﹤0.01%	489
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	485
2022 Q2	$13K	Sell	144 -18	-11%	-$1.9K	﹤0.01%	456
2022 Q1	$19K	Hold	162	–	–	﹤0.01%	478
2021 Q4	$19K	Hold	162	–	–	﹤0.01%	457
2021 Q3	$17K	Hold	162	–	–	﹤0.01%	480
2021 Q2	$16K	Buy	162 +17	+12%	+$1.74K	﹤0.01%	492
2021 Q1	$13K	Sell	145 -333	-70%	-$30.2K	﹤0.01%	473
2020 Q4	$43K	Buy	+478	New	+$39.9K	0.01%	282

Other funds holding RWR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's RWR Position: Q3 2023 in Review

SOA Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 144 shares — an estimated $13K sold.

SOA Wealth Advisors first reported a position in RWR in Q4 2020 and held it in 11 quarters. The position peaked at $43K in Q4 2020. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

SOA Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 144 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $13K.
SOA Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 11 quarters.
SOA Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $43K in Q4 2020.
238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.